Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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MENZIES WEALTH MANAGEMENT LIMITED
FRN 486548
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 16 Oct 2023)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- CF30 Customer (since 4 Nov 2009)
- [FCA CF] Client dealing (9 Dec 2019 to 8 Aug 2025)
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Menzies Employee Benefits Limited
FRN 506967
- (1)Employed By (since 1 Nov 2019)
Recent activity
Updates to this individual's record on the FCA register.
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